Service Property & Casualty Book for Independent Agency. Daily activity comprises endorsements, reviewing renewals for home, auto, umbrella, motorcycle, RV, Classic/Antique vehicles & boats. Assisting clients with payments, advising and/or recommending appropriate auto coverages for endorsements and new purchases. Reviewing replacement cost estimators for home renewals and new business. Advising and recommending endorsements such as service line, water backup, equipment breakdown and others for the home policy. Speaking with the client on various questions and concerns with the Insurance Industry’s position on roofs and inflation factor for the homeowners policy. Advising clients on claims process, giving the option for an inquiry or to turn in a claim for the clients policy. Advising of key discounts for Home & Auto. Cross Selling when the opportunity presents itself.
I am very detailed with my notes, organized, and knowledge of all lines. I speak very well on the phone with the client. Building the foundation and fundamental principles with the client and account managers relationship is key. The trust and knowledge that is proven in my client interaction is my key role.
Marketing Specialist/Sales Associate
Diversified Brokerage Specialists
Cincinnati, Ohio
04.2023 - 04.2025
Outbound Calls associated with monthly Campaigns, including Life conversions for Prudential, Cincinnati Life, Mass Mutual and Pacific Life, generating new Brokers to the firm, courtesy calls to existing Brokers, servicing Broker updates for Product changes, developing new business platforms for Disability and Fixed Annuities through assigned monthly Campaigns.
My daily duties consisted of making 60 to 70 outbound calls per day following up with emails to all placed calls. Providing excellent customer care leads for Life, Disability, Long Term Care and Fixed Annuities for the designated sales specialist within the firm.
Customer Service Representative
TATA Consultancy
Cincinnati, Ohio
05.2021 - 03.2023
USAA Contract Property & Casualty Division Servicing Auto Division Process Underwriting requests for updates to Amended Accident Data, Reinstatements, Cancellations, Endorsements, Issued Auto Rebase in all 50 States. Excellent retention skills maintained with my assigned client base, managed complex billing system, verbal skills interaction with members was a plus.
Customer Service Representative
Progressive Casualty Insurance Company
Highland Heights, Ohio
01.2021 - 03.2021
Trained with Academy for Homeowners Sales Division Covid Remote position. Hours assigned were not aligned with the offered package.
Customer Service Representative
Pathway Insurance Agency
Cincinnati, Ohio
10.2020 - 01.2021
Managed a Book roll-over for multiple Companies consisting of Auto, Homeowners & Umbrella policies. Covid temporary position to end Ohio Unemployment.
Senior Customer Service Representative
Rider Insurance Company
Union, NJ
02.2012 - 09.2020
Manage incoming Customer Service calls for 8 states including: New Jersey, Pennsylvania, Ohio, Michigan, Delaware, Maryland, Virginia and Indiana. Rider Insurance was a Specialty Company. Insuring Motorcycles, Atv's, Utility Vehicle's, Scooters and Mopeds. Rider was acquired by Plymouth Rock Insurance Company on October 17th, 2019. As a Customer Service Representative I answer customer calls or correspondence regarding the insurance company's products. The majority of my role as a customer service representative requires my ability to process endorsement's, recommending proper coverage, explaining and educating the customer on the product that pertains to their policy, renewing and retaining policies, accepting payments, quoting new business and converting new policies. Additional job duties include having the ability to handle difficult customer phone calls. Having the verbal communication to provide satisfactory skills to resolve the customer's problem or complaint satisfactorily is key to customer service representatives.
Insurance Broker
Brown Publishing Company
Cincinnati, Ohio
06.2006 - 01.2012
Represented Brown Publishing for Commercial Book as well as Life & Health Group Insurance. Traveled extensively introducing and enrolling Supplemental Life Insurance and Long Term Disability to employees. Represented The Hartford & Zurich promoting Group Auto & Home to Employees in Ohio, New York, Texas, Utah, South Carolina and Colorado.
Insurance Agent Insurance Customer Service Representative
Vernon-Bell Insurance Agency
Mason, OH
03.1998 - 06.2006
Independent Insurance Customer Service Representative/Sales Representing Safeco, Traveler's, Western Reserve and Grange. Generated leads through customer referral programs designed by Agency Management. Customer Service Representative. Job duties included endorsement's, processing payments, renewing policies, retention, cross-selling and providing excellent customer service to Agency customers. Customer Service Representatives are the face of the Agency. Providing excellent Insurance skills to the customer is what I enjoy and always work to achieve that quality of service throughout my career in the Insurance Industry.
Education
Property & Casualty License, Life & Health License - Property, Casualty, Life & Health
HONDROS of Blue Ash
Cincinnati, OH
Skills
Industry regulations
Underwriting principles
Insurance products
Financial acumen
Timeline
Personal Lines Account Manager
Kneflin Dillhoff Hils Kruse
05.2025 - 04.2026
Marketing Specialist/Sales Associate
Diversified Brokerage Specialists
04.2023 - 04.2025
Customer Service Representative
TATA Consultancy
05.2021 - 03.2023
Customer Service Representative
Progressive Casualty Insurance Company
01.2021 - 03.2021
Customer Service Representative
Pathway Insurance Agency
10.2020 - 01.2021
Senior Customer Service Representative
Rider Insurance Company
02.2012 - 09.2020
Insurance Broker
Brown Publishing Company
06.2006 - 01.2012
Insurance Agent Insurance Customer Service Representative
Vernon-Bell Insurance Agency
03.1998 - 06.2006
Property & Casualty License, Life & Health License - Property, Casualty, Life & Health